ENS DAO治理风波、以太坊基金会裁员、Gnosis重启赎回讨论
DeFi drama: ENS governance battle, EF cuts and Gnosis reboot
ENS DAO财库转移提案、以太坊基金会裁员、Gnosis赎回讨论均为DeFi治理与生态重大事件,影响面广,值得中文从业者关注后续发展。
Last week was a dramatic week for DeFi with the Ethereum Name Service (ENS) DAO facing a proposal that’s been branded an attempt to “steal its treasury,” Gnosis DAO rerunning recent treasury redemption discussions, and the Ethereum Foundation announcing a 20% staff cut.
The proposal facing the ENS DAO entitled “Next Era of ENS DAO: Empowering the ENS Foundation,” would see day-to-day operations and treasury assets transferred to the ENS Foundation, “led by a full-time executive director and staff.”
It cites issues such as “delegate fatigue,” exacerbated by the DAO making “too many small decisions and too few big ones,” a lack of accountability from grant recipients, coordination problems and the potential to put treasury funds to work.
DAOs are so dead that I see nobody noticed or discussed this proposal that @ENS_DAO essentially dissolves itself and transfers control of the entire treasury (almost half a billion in ENS + stables) to the ENS foundation. pic.twitter.com/Le0i4KLUeQ
— Lefteris Karapetsas (@LefterisJP) June 22, 2026
Lefteris Karapetsas, who admits he’s “inactive and no longer participates in DAO governance,” got into a heated exchange on X with ENS lead developer Nick Johnson, who’s worried the DAO is “almost solely concerned with how best to spend the treasury.”
Karapetsas accuses Johnson of “delegat[ing] ~50% of the entire voting supply to yourself,” though Johnson counters that such low delegate participation is “a testament to how difficult it’s been to keep the DAO secure using token-weighted delegated voting.”
Almost six years ago the pair clashed on the topic.
Johnson stressed the need for the legitimacy of a DAO over treasury spending, while Karapetsas had hoped that ENS wouldn’t have a token at all.
The controversial proposal’s author Katherine Wu made a lengthy post in an attempt to “clear some things up” but, by turning off replies, has only faced further criticism.
Johnson has insisted that ENS was always meant to be a governance only token, with the treasury solely meant for “building ENS, and… funding public goods, and not to be used for anything else.”
With many upset at the direction of Ethereum’s most popular name service, an L2BEAT researcher decided to set up an “ownerless and unruggable” alternative.
announcing https://t.co/ABYbVwyopF, a ENS alternative forked from @z0r0zzz's wei(.)domains to be ownerless and unruggable. funds used to buy and renew domains are burned permanently to remain neutral. domains start from <$1 and .id.gwei domains are free. try it out! pic.twitter.com/TCgmnOj9Xh
— donnoh.gwei (@donnoh_eth) June 26, 2026
Read more: ‘RFV Raiders’ target Gnosis DAO for treasury redemption proposal
According to DeFiLlama data, the ENS DAO treasury is valued at around $350 million, or $88 million if excluding the project’s own ENS token.
DAO treasuries are occasionally targeted by so-called “RFV raiders,” who buy up large voting positions in order to use governance to redistribute DAO assets.
One such activist investor suspects that the move from ENS may be in order to pre-empt any such “raid.”
Another longstanding DAO, Gnosis, recently faced such a treasury redemption proposal, which was ultimately rejected.
However, the DAO did ultimately vote in favour of a second, simplified iteration of the idea, which was “developed jointly with the Gnosis founding team.”
The governance drama comes during a tricky period for Gnosis, which recently saw its Gnosis Pay crypto card experience a security incident, and its X handle compromised to promote a phishing site.
Ethereum Foundation layoffs
Following a number of recent high-profile departures, the Ethereum Foundation announced a 20% staff cut.
In a euphemism-packed blog post, the foundation announced that a reorganisation would mean “parting ways with 54 of our colleagues.”
Learnt a lot of alternative words for “layoff”. Probably a crypto thing, use complicated words to make it look different than what it is.
“Changing shape”
“months-long reorganisation”
“Implementation of Mandate”
“Treasury Management Policy”
“Fewer Colleagues”
“Find ways to… https://t.co/N4qo1Ke6LE
— Nischal Shetty (@NischalShetty) June 23, 2026
Read more: Bizarre Ethereum Foundation anime letter blamed for mass resignations
Ethereum co-founder Vitalik Buterin expanded on X, linking the layoffs to a 40% decrease in the foundation’s budget this year.
He highlights the loss of “brilliant” colleagues, and presents the changes as Ethereum’s “third iteration.”
It includes optimising the “multi-client model” for specialization, “implementing ZKP-based privacy and scaling” and a reduction in scope of non-development activities.
Meanwhile, non-profit R&D outfit Ethlabs announced its launch, with former EF member Barnabé Monnot joining the organisation, among others.
In other DeFi news…
When a predatory MEV bot gets rekt, scammers waste no time in taking advantage.
After notorious, prolific sandwicher jaredfromsubway.eth fell into an expertly crafted approvals booby trap last weekend, losing $7.5 million, a scammer wasted no time in spinning up a spoof X account to profit off the attention.
The account has since been used to promote fake bounty offers, giveaways and even launched its own Pump Fun token.
The JARED token struggled to break a $25,000 market cap, and currently sits at just $9,200.
Jaredfromsubway impersonator is about to launch the first rug.
Please stay away.
And if you think a guy with 20M+ is gonna launch a pumpfun token to make you rich I suggest to stay away from crypto as well. pic.twitter.com/aqf9bHGd5S
— dethective (@dethective) June 24, 2026
Read more: MEV bot JaredFromSubway.eth loses $7.5M to approvals honeypot
Meanwhile, it appears the genuine 50% bounty offer fell on deaf ears, when the proceeds began to be laundered via Tornado Cash on Tuesday.
Recent exploits on Taiko and SecondFi have security researchers scratching their heads.
Taiko developers apparently left a signing key on GitHub, which was initially thought to be the cause of a recent $1.7 million hack.
However, a SuccintLabs developer’s theory is that the root cause was a “missing check,” not the leaked key. The attacker was able to rebuild Taiko’s prover in debug mode, extract an “in-enclave signing key,” and use that to drain the bridge.
Then, what began as a $2.4 million hack on Cardano wallet provider SecondFi was thought to be far larger, until the firm assured users that the majority of funds were rescued in a whitehat operation.
The problem was that, days later, Cardano founder Charles Hoskinson claimed that Emurgo, SecondFi’s developer, didn’t know who the whitehat was…
The bug itself was reportedly down to a very basic and unfortunately-named “public nonce” issue, which allowed an attacker to use public transaction data to back-calculate private keys of SecondFi wallets.
Coinbase’s layer two network Base went offline on Thursday, marking its second outage in less than a year.
we are investigating instability on @base mainnet
team is on it and will post updates belowhttps://t.co/YLb3stte30
— jesse.base.eth (@jessepollak) June 25, 2026
According to the network’s status page, the chain was stalled following “a consensus problem that caused an invalid block to be sequenced.”
After approximately two hours, block sequencing resumed, with any stuck nodes needing to restart and resync.
Less than 24 hours later, however, the disruption flared up again.
Finally, shutdown season continues.
Shutdown Surge: 60+ Crypto Projects Dead, Top Three All a16z-Backed
According to Rootdata, more than 60 crypto protocols have announced shutdowns since the beginning of this year, and the number continues to grow. Among them, 10 projects had raised over $10 million in total… pic.twitter.com/ADRObln8ge
— Wu Blockchain (@WuBlockchain) June 26, 2026
Read more: Goldfinch Africa lending dream ends in defaults and 99.8% token crash
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力